Purchases and Sales Made in Q4 2019 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2019. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
18.1KNew |
$833K - $918K
|
18.1K
$989K
|
|
|
Jan 27, 2020
Q4 2019
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17.9KNew |
$821K - $905K
|
17.9K
$975K
|
|
|
Feb 13, 2020
Q4 2019
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17.3KNew |
$792K - $873K
|
17.3K
$940K
|
|
|
Feb 14, 2020
Q4 2019
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.7K+ 12.96% |
$764K - $842K
|
145K
$7.91M
|
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$741K - $817K
|
16.1K
$880K
|
|
|
Jan 31, 2020
Q4 2019
|
Savant Capital, LLC
|
BUY
|
- |
15.6K+ 7.97% |
$716K - $790K
|
211K
$11.5M
|
|
|
Jan 27, 2020
Q4 2019
|
Carlson Capital Management
|
BUY
|
- |
15.5K+ 8.08% |
$713K - $786K
|
208K
$11.3M
|
|
|
Mar 12, 2020
Q4 2019
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15KNew |
$690K - $760K
|
15K
$819K
|
|
|
Jan 30, 2020
Q4 2019
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.9K+ 11.73% |
$685K - $755K
|
142K
$7.75M
|
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.5K+ 13.31% |
$664K - $732K
|
123K
$6.71M
|
|
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$650K - $717K
|
14.2K
$772K
|
|
|
Feb 14, 2020
Q4 2019
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.2K+ 25.34% |
$608K - $670K
|
65.5K
$3.57M
|
|
|
Feb 04, 2020
Q4 2019
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.5KNew |
$574K - $633K
|
12.5K
$682K
|
|
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.4KNew |
$570K - $628K
|
12.4K
$677K
|
|
|
Feb 14, 2020
Q4 2019
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1KNew |
$554K - $610K
|
12.1K
$657K
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
BUY
|
- |
10.4K+ 6.91% |
$479K - $528K
|
162K
$8.81M
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2K+ 30.25% |
$468K - $516K
|
43.9K
$2.39M
|
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.93KNew |
$456K - $502K
|
9.93K
$541K
|
|
|
Feb 06, 2020
Q4 2019
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
9.63KNew |
$442K - $487K
|
9.63K
$525K
|
|
|
Feb 12, 2020
Q4 2019
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.48K+ 2.14% |
$435K - $479K
|
452K
$24.6M
|
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.45K+ 40.52% |
$434K - $478K
|
32.8K
$1.79M
|
|
|
Feb 14, 2020
Q4 2019
|
Covenant Partners, LLC
|
BUY
|
- |
9.45K+ 3.18% |
$434K - $478K
|
306K
$16.7M
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.39K+ 8.46% |
$431K - $475K
|
120K
$6.56M
|
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.68KNew |
$398K - $439K
|
8.68K
$473K
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.15K+ 4.79% |
$374K - $412K
|
178K
$9.72M
|
|
|
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.14K+ 23.65% |
$374K - $412K
|
42.6K
$2.32M
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.04K+ 62.06% |
$369K - $407K
|
21K
$1.14M
|
|
|
Jan 10, 2020
Q4 2019
|
Larson Financial Group LLC
|
BUY
|
- |
7.97K+ 4.55% |
$366K - $403K
|
183K
$9.99M
|
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
7.88KNew |
$362K - $399K
|
7.88K
$429K
|
|
|
Jan 29, 2020
Q4 2019
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.87KNew |
$361K - $398K
|
7.87K
$429K
|
|
|
Feb 05, 2020
Q4 2019
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.71KNew |
$354K - $390K
|
7.71K
$420K
|
|
|
Jan 16, 2020
Q4 2019
|
Wedbush Securities Inc
|
BUY
|
- |
7.28KNew |
$334K - $368K
|
7.28K
$397K
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.12K+ 14.45% |
$327K - $360K
|
56.4K
$3.07M
|
|
|
Jan 31, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.91K+ 62.96% |
$317K - $350K
|
17.9K
$975K
|
|
|
Feb 07, 2020
Q4 2019
|
Independent Advisor Alliance
|
BUY
|
- |
5.97KNew |
$274K - $302K
|
5.97K
$325K
|
|
|
Feb 13, 2020
Q4 2019
|
Wesbanco Bank Inc
|
BUY
|
- |
5.93KNew |
$272K - $300K
|
5.93K
$323K
|
|
|
Feb 12, 2020
Q4 2019
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.78KNew |
$265K - $292K
|
5.78K
$315K
|
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.56K+ 2.61% |
$255K - $281K
|
219K
$11.9M
|
|
|
Aug 05, 2021
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.45KNew |
$250K - $276K
|
5.45K
$297K
|
|
|
Feb 05, 2020
Q4 2019
|
Csenge Advisory Group
|
BUY
|
- |
5.27KNew |
$242K - $266K
|
5.27K
$287K
|
|
|
Jan 29, 2020
Q4 2019
|
Washington Trust Bank
|
BUY
|
- |
5.23KNew |
$240K - $265K
|
5.23K
$285K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.08K+ 195.46% |
$233K - $257K
|
7.68K
$419K
|
|
|
Feb 13, 2020
Q4 2019
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.03K+ 45.66% |
$231K - $255K
|
16.1K
$875K
|
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.78KNew |
$220K - $242K
|
4.78K
$261K
|
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
BUY
|
- |
4.73KNew |
$217K - $239K
|
4.73K
$258K
|
|
|
Feb 18, 2020
Q4 2019
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.72K+ 0.12% |
$217K - $239K
|
3.85M
$210M
|
|
|
Jan 14, 2020
Q4 2019
|
Patten Group, Inc.
|
BUY
|
- |
4.71KNew |
$216K - $238K
|
4.71K
$257K
|
|
|
Feb 13, 2020
Q4 2019
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.53K+ 55.56% |
$208K - $229K
|
12.7K
$691K
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.39K+ 0.97% |
$202K - $222K
|
455K
$24.8M
|
|
|
Jan 27, 2020
Q4 2019
|
Sol Capital Management CO
|
BUY
|
- |
4.22K+ 7.72% |
$194K - $213K
|
58.9K
$3.21M
|